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FAQ

  • How do I add images of my items?

    Product images can be added using user defined fields on the Item Master business object. You can also set up a user defined field as a hyperlink that automatically generates the item's page on your c...

  • How do I change my Invoice form?

    Your Invoice form is essentially a type of report that can be copied and  edited with the Report Manager and Report Designer tools. Once the  report is customized, security settings determine which us...

  • How do I email/fax/print a sales document?

    Emailing, faxing, and printing are all performed from the Print dialog. Open the sales document you would like to print and click Print*. Select the report to print and select either Email, Fax, Quick...

  • How can I enable a user to override a batch for a document?

    You can’t override per se, but you can set the Can Forward Documents security setting to allow the user to move an item out of a batch by forwarding it to another stage in the queue: Go to Modules > S...

  • How can I change the shipping address on an existing sales document?

    You can change the shipping address on a sales document from the Addresses tab (Sales Document Addrs must be enabled in the Security Editor). Select a different Address Code from the drop-down under t...

  • Does SalesPad Desktop integrate with OmniPrice?

    SalesPad Desktop supports all OmniPrice pricing that returns either a calculated price or a markdown percent. SalesPad Desktop does not support any OmniPrice pricing functionality that returns a markd...

  • Can I view sales document history?

    Yes, Historic documents can be viewed on the mobile device from the Hist tab on Customer.  Selecting a document here will bring the user the sales document card for the historical document.  Please no...

  • Can SalesPad Desktop be customized to meet my specific needs?

    Yes, SalesPad Desktop has a number of options that can be configured to meet your needs. If those options are not robust enough, SalesPad can write additions to our software for your specific needs.  ...

  • Can I search customers by email address in SalesPad Desktop?

    You can search customers by email address using the Auto-Filter Row. Open Customer Search and click Search or hit Enter without entering any search criteria. If the Auto-Filter Row is not turned on, s...

  • Can I see Sales Monitor at the line item detail level?

    No, Sales Monitor does not display line item detail, but here's a Quick Report (no UDFs required) that will display Sales Line Detail by Workflow Queue:   <report name=Sales Line AutoLinks=true autoRu...